Harvey Partners, LLC: 13F holdings
CIK 14064842026Q2
| Positions | 48 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NPO ENPRO INC | 207,593 | $78.2m | 5.4% |
| MTRN MATERION CORP | 220,068 | $65.4m | 4.5% |
| MKSI MKS INC. | 141,066 | $62.7m | 4.3% |
| NGVT INGEVITY CORP | 734,307 | $54.8m | 3.8% |
| ADEIA INC | 1,622,353 | $53.4m | 3.7% |
| LFUS LITTELFUSE INC | 112,547 | $51.2m | 3.5% |
| MLM MARTIN MARIETTA MATLS INC | 87,035 | $50.2m | 3.4% |
| AZZ AZZ INC | 323,137 | $50.1m | 3.4% |
| WCN WASTE CONNECTIONS INC | 287,122 | $47.9m | 3.3% |
| NOVT NOVANTA INC | 294,122 | $47.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1406484")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.